AWM
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Axxcess Wealth Management’s Pool Corp POOL Stock Holding History

Axxcess Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-942
Closed -$215K – 827
2025
Q4 		$215K Sell
942
-130
-12% -$33.8K ﹤0.01% 968
2025
Q3 		$332K Sell
1,072
-26
-2% -$8.15K 0.01% 727
2025
Q2 		$320K Sell
1,098
-13
-1% -$3.93K 0.01% 703
2025
Q1 		$354K Buy
1,111
+34
+3% +$11.5K 0.01% 635
2024
Q4 		$367K Sell
1,077
-556
-34% -$203K 0.01% 618
2024
Q3 		$615K Buy
1,633
+521
+47% +$180K 0.02% 502
2024
Q2 		$342K Sell
1,112
-598
-35% -$217K 0.01% 614
2024
Q1 		$690K Buy
1,710
+54
+3% +$21.1K 0.02% 459
2023
Q4 		$661K Sell
1,656
-181
-10% -$63.5K 0.02% 448
2023
Q3 		$654K Sell
1,837
-409
-18% -$149K 0.02% 407
2023
Q2 		$842K Sell
2,246
-72
-3% -$24.6K 0.06% 257
2023
Q1 		$794K Buy
2,318
+1,317
+132% +$467K 0.06% 272
2022
Q4 		$303K Sell
1,001
-416
-29% -$132K 0.03% 443
2022
Q3 		$451K Buy
1,417
+66
+5% +$23.5K 0.04% 336
2022
Q2 		$474K Sell
1,351
-351
-21% -$139K 0.04% 316
2022
Q1 		$720K Sell
1,702
-571
-25% -$267K 0.06% 284
2021
Q4 		$1.29M Buy
+2,273
New +$1.19M 0.09% 170

Other funds holding POOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's POOL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Pool Corp (POOL) in Q1 2026, closing a stake of 942 shares — an estimated $215K sold.

Axxcess Wealth Management first reported a position in POOL in Q4 2021 and held it in 17 quarters. The position peaked at $1.29M in Q4 2021. 605 funds tracked by Wall St. Rank hold POOL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Pool Corp position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 942 Pool Corp shares in Q1 2026, an estimated $215K.
  • Axxcess Wealth Management first reported a position in Pool Corp in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's Pool Corp position peaked at $1.29M in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Pool Corp as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.